Fund Managers Are Long Commodities Again
Fund Managers Are Long Commodities Again Be careful if you’re heavily long commodities at the moment. The Bank of America survey usually always...
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Steno Signals #96 – A major devaluation of the CNY could be imminent
Happy Sunday and welcome to our flagship editorial! Remember that I will be in Singapore most of next week. Please reach out if you are Singapore...
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Silver Measured Move to 35.50
Gold looks a bit fatigued and silver likely to play catch up. Greenback could present headwinds for equities. Japan reverses big gains in 2024.
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EM Gold Rush: The pressure valve amid Asian FX debasement risks?
Welcome to this week’s edition of our EM-focused weekly editorial. This week, we’ve decided to look into the reemerging weakness in Asian FX, and...
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The Rally in Gold: Clear as Day
The rally in gold is driven to a large extent by the same, not changing, narrative, and that narrative is getting stronger!
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